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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-01-2022
- Office Locations
- 1
Office Locations
About MOR Wealth Management, LLC
MOR Wealth Management, LLC is a Philadelphia-based RIA. The firm has been operating for 3 years. Managing $395.6M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Reported data analysis
What the numbers show
Between August 22, 2025 and July 30, 2026, reported AUM increased 4.1%, from $380.2M to $395.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 154 clients, or 51.3 clients per representative. That equates to $2.6M in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on July 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
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The full MOR Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MATTHEW OLIVER RAMER
Chief Executive Officer, PRINCIPAL
- CRD
- #4005710
- Ownership
- 75% or more
AMY LENNON KILLEEN
Chief Compliance Officer, Vice President
- CRD
- #2438830
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Gregory Roy Johnson
Financial Planning Associate
- CRD
- #6744474
Devin Michael Rainone
Financial Planner
- CRD
- #6350917
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $395,587,641 | $486,578 |
| Non-Discretionary | $0 | -- |
| Total | $395,587,641 | $486,578 |
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Separately Managed Accounts
SMA allocation detail is available
MOR Wealth Management, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
MOR Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.